Todd NewmanCRD Number: 1798438
Current Firm: Wells Fargo Advisors, LLC
Todd Newman (CRD# 1798438) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Reading, PA and has over 24 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Sensenig Capital Advisors, Inc.
|Wells Fargo Advisors, LLC||Reading, PA||Nov 2014 - Current||3|
|Morgan Stanley Smith Barney||Wyomissing, PA||Jul 2011 - Nov 2014||3|
|Wachovia Securities, LLC||Reading, PA||Jun 2003 - Jul 2011||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1993|
|S65||NASAA Investment Advisors Law Examination||Apr 1996|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV